Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 3.43% |
$64.6K - $76.4K
|
37.8K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-136- 0.12% |
$7.01K - $8.29K
|
116K
$9.28M
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-51.5K- 19.79% |
$2.65M - $3.14M
|
209K
$16.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-681- 7.12% |
$35.1K - $41.5K
|
8.89K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.2KNew |
$631K - $746K
|
12.2K
$974K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-611- 3.31% |
$31.5K - $37.3K
|
17.9K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-303- 3.34% |
$15.6K - $18.5K
|
8.77K
$699K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.74KNew |
$193K - $228K
|
3.74K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-14.9K- 50.68% |
$769K - $908K
|
14.5K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.18K+ 12.2% |
$370K - $438K
|
66.1K
$5.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-327K- 98.76% |
$16.9M - $19.9M
|
4.1K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$8.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-130K- 39.08% |
$6.71M - $7.94M
|
203K
$16.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-75- 1.49% |
$3.87K - $4.57K
|
4.95K
$395K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.6KNew |
$545K - $644K
|
10.6K
$841K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.81KNew |
$248K - $293K
|
4.81K
$383K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-8.74K- 1.93% |
$451K - $533K
|
444K
$35.4M
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-195- 0.36% |
$10.1K - $11.9K
|
53.7K
$4.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-8.54K- 0.46% |
$440K - $520K
|
1.83M
$146M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-325- 5.68% |
$16.8K - $19.8K
|
5.39K
$430K
|
|
|
Nov 07, 2024
Q3 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-4.78K- 0.46% |
$246K - $291K
|
1.04M
$82.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-499- 1.37% |
$25.7K - $30.4K
|
36K
$2.86M
|
|
|
Nov 07, 2024
Q3 2024
|
Clear Street Markets LLC
|
BUY
|
CALL |
6KNew |
$309K - $366K
|
6K
$478K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
203+ 31.42% |
$10.5K - $12.4K
|
849
$67.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-15.1K- 13.46% |
$779K - $920K
|
97K
$7.73M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
15.3K+ 1.68% |
$789K - $933K
|
927K
$73.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Salzhauer Michael
|
SELL
|
CALL |
-1.4K- 2.22% |
$72.2K - $85.4K
|
61.7K
$4.91M
|
|
|
Nov 07, 2024
Q3 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
283K+ 1.42% |
$14.6M - $17.2M
|
20.1M
$1.6B
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
22.9K+ 19.77% |
$1.18M - $1.39M
|
138K
$11M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
70+ 1.53% |
$3.61K - $4.27K
|
4.66K
$371K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
5.37K+ 47.81% |
$277K - $327K
|
16.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-14.3K- 28.68% |
$735K - $869K
|
35.4K
$2.82M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
8+ 0.87% |
$413 - $488
|
929
$74K
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
20KNew |
$1.03M - $1.22M
|
20K
$1.59M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-21- 0.15% |
$1.08K - $1.28K
|
13.7K
$1.09M
|
|
|
Nov 07, 2024
Q3 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.46KNew |
$436K - $516K
|
8.46K
$674K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-40- 0.03% |
$2.06K - $2.44K
|
147K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-19.2K- 5.12% |
$988K - $1.17M
|
355K
$28.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.94K- 6.17% |
$203K - $240K
|
60K
$4.78M
|
|
|
Nov 07, 2024
Q3 2024
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
315K+ 6.57% |
$16.3M - $19.2M
|
5.11M
$407M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.45K- 2.88% |
$74.7K - $88.3K
|
48.9K
$3.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
18.5K+ 53.71% |
$954K - $1.13M
|
52.9K
$4.21M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.6K+ 11.63% |
$858K - $1.01M
|
160K
$12.7M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1.88K- 12.85% |
$97.1K - $115K
|
12.8K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
193+ 1930.0% |
$9.95K - $11.8K
|
203
$16.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.1KNew |
$56.6K - $66.9K
|
1.1K
$87.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.51K- 8.69% |
$130K - $153K
|
26.4K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
900+ 17.07% |
$46.4K - $54.9K
|
6.17K
$492K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-744- 1.83% |
$38.4K - $45.4K
|
40K
$3.19M
|